Carvana Co.
CVNA- Exchange
- NYSE
- Industry
- Retail-Auto Dealers & Gasoline Stations
- SEC CIK
- 0001690820
In the last 90 days, Carvana Co. insiders filed 1 open-market purchase and 12 sales; 820 institutions reported holding it in 13F filings for Q2 2026, worth $48.6B in total; 6 superinvestors hold it, including Viking Global Investors and Lone Pine Capital.
13F holders, Q3 2021
Institutional positions in Carvana Co. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 442
- +3 vs. Q2 2021
- Shares held
- 96.9M
- +2.68M (+2.8%) vs. Q2 2021
- Total value
- $29.2B
- +$760.2M (+2.7%) vs. Q2 2021
- New holders
- 63
- 140 more added
- Sold out
- 60
- 168 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CVNA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 820 | $48.6B |
| Q1 2026 | 781 | $47.3B |
| Q4 2025 | 852 | $61.7B |
| Q3 2025 | 775 | $51.3B |
| Q2 2025 | 741 | $44.6B |
| Q1 2025 | 613 | $25.8B |
| Q4 2024 | 586 | $25.5B |
| Q3 2024 | 489 | $20.8B |
| Q2 2024 | 411 | $15.0B |
| Q1 2024 | 334 | $10.2B |
| Q4 2023 | 292 | $6.31B |
| Q3 2023 | 257 | $4.65B |
| Q2 2023 | 246 | $2.82B |
| Q1 2023 | 215 | $1.09B |
| Q4 2022 | 224 | $587.4M |
| Q3 2022 | 272 | $2.57B |
| Q2 2022 | 308 | $2.79B |
| Q1 2022 | 382 | $12.7B |
| Q4 2021 | 422 | $24.3B |
| Q3 2021 | 442 | $29.2B |
| Q2 2021 | 441 | $28.5B |
| Q1 2021 | 435 | $24.6B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Carvana Co.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 13,089,247 | $3.95B | 0.37% | +5,467,120+71.7% | Added |
| Baillie Gifford & Co | 7,718,043 | $2.33B | 1.22% | −88,518−1.1% | Reduced |
| FMR LLC | 6,763,672 | $2.04B | 0.16% | −13,959−0.2% | Reduced |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 6,147,977 | $1.85B | 3.56% | −207,130−3.3% | Reduced |
| Morgan Stanley | 5,465,547 | $1.65B | 0.22% | −1,105,346−16.8% | Reduced |
| Vanguard Group Inc | 4,907,038 | $1.48B | 0.04% | +393,802+8.7% | Added |
| BlackRock Inc. | 4,403,672 | $1.33B | 0.04% | +171,811+4.1% | Added |
| Jennison Associates LLC | 3,935,554 | $1.19B | 0.77% | −108,575−2.7% | Reduced |
| Spruce House Investment Management LLC | 3,750,000 | $1.13B | 29.29% | −213,463−5.4% | Reduced |
| CAS Investment Partners, LLC | 3,305,028 | $996.6M | 47.50% | 00.0% | Unchanged |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 2,369,941 | $714.6M | 4.00% | −302,094−11.3% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 2,142,309 | $646.0M | 2.18% | 00.0% | Unchanged |
| State Street Corp | 1,582,081 | $477.1M | 0.03% | +59,111+3.9% | Added |
| JPMorgan Chase & Co | 1,542,184 | $465.0M | 0.06% | −256,015−14.2% | Reduced |
| Sands Capital Management, LLC | 1,241,293 | $374.3M | 0.62% | −9,199−0.7% | Reduced |
| KPS Global Asset Management UK Ltd | 1,240,000 | $373.9M | 51.01% | −91,017−6.8% | Reduced |
| Gilder Gagnon Howe & Co LLC | 1,175,019 | $354.3M | 1.84% | −21,082−1.8% | Reduced |
| Capital World Investors | 987,406 | $297.7M | 0.05% | +1100.0% | Added |
| Geode Capital Management, LLC | 940,708 | $283.3M | 0.04% | +148,534+18.8% | Added |
| Whale Rock Capital Management LLC | 874,728 | $263.8M | 1.73% | 00.0% | Unchanged |
| Alua Capital Management LP | 811,373 | $244.7M | 12.72% | 00.0% | Unchanged |
| Goodnow Investment Group, LLC | 776,805 | $234.2M | 19.52% | −83,632−9.7% | Reduced |
| Pelham Capital Ltd. | 703,218 | $212.0M | 11.76% | +40,777+6.2% | Added |
| Luxor Capital Group, LP | 668,464 | $201.6M | 5.14% | −74,843−10.1% | Reduced |
| Franklin Resources Inc | 660,746 | $199.2M | 0.08% | +2,673+0.4% | Added |
| TD Asset Management Inc | 575,522 | $173.5M | 0.18% | +116,050+25.3% | Added |
| Norges Bank | 558,515 | $168.4M | 0.04% | −28,476−4.9% | Reduced |
| 683 Capital Management, LLC | 545,000 | $164.3M | 8.52% | −55,000−9.2% | Reduced |
| Sculptor Capital LP | 536,419 | $161.8M | 1.50% | +6,374+1.2% | Added |
| Northern Trust Corp | 522,718 | $157.6M | 0.03% | +28,596+5.8% | Added |
| UBS Asset Management Americas Inc | 520,687 | $157.0M | 0.07% | +291,607+127.3% | Added |
| Suvretta Capital Management, LLC | 479,143 | $144.5M | 2.46% | −500−0.1% | Reduced |
| Goldman Sachs Group Inc | 469,303 | $141.5M | 0.04% | −14,196−2.9% | Reduced |
| Invesco Ltd. | 457,667 | $138.0M | 0.03% | +103,454+29.2% | Added |
| Clearbridge Investments, LLC | 418,222 | $126.1M | 0.09% | −106,261−20.3% | Reduced |
| Antipodean Advisors LLC | 405,000 | $122.1M | 34.58% | 00.0% | Unchanged |
| Southpoint Capital Advisors LP | 400,000 | $120.6M | 2.57% | −50,000−11.1% | Reduced |
| Renaissance Technologies LLC | 396,400 | $119.5M | 0.15% | −45,500−10.3% | Reduced |
| Legal & General Group Plc | 384,708 | $116.0M | 0.04% | +3,889+1.0% | Added |
| D. E. Shaw & Co., Inc. | 339,405 | $102.3M | 0.13% | +1,557+0.5% | Added |
| Allianz Asset Management GmbH | 337,242 | $101.7M | 0.08% | +187,040+124.5% | Added |
| Bank of America Corp | 336,351 | $101.4M | 0.01% | −165,972−33.0% | Reduced |
| Fred Alger Management, LLC | 323,822 | $97.6M | 0.23% | −67,306−17.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 321,596 | $97.0M | 0.21% | −26,697−7.7% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 310,227 | $93.5M | 1.03% | −1,677−0.5% | Reduced |
| Natixis | 300,055 | $90.5M | 0.31% | +297,077+9,975.7% | Added |
| 3G Capital Partners LP | 295,000 | $89.0M | 19.34% | +10,000+3.5% | Added |
| Swiss National Bank | 288,105 | $86.9M | 0.06% | +700+0.2% | Added |
| Lord, Abbett & Co. LLC | 284,478 | $85.8M | 0.21% | +284,478 | New |
| First Trust Advisors LP | 283,772 | $85.6M | 0.09% | −30,180−9.6% | Reduced |
| Steadview Capital Management LLC | 282,949 | $85.3M | 6.83% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 282,574 | $85.2M | 0.17% | −2,594−0.9% | Reduced |
| Group One Trading, L.P. | 270,379 | $81.5M | 1.78% | +270,379 | New |
| Bank of New York Mellon Corp | 261,309 | $78.8M | 0.02% | +35,257+15.6% | Added |
| Marshall Wace North America L.P. | 256,518 | $77.4M | 0.33% | +192,797+302.6% | Added |
| American Century Companies Inc | 251,211 | $75.8M | 0.05% | +480.0% | Added |
| Charles Schwab Investment Management Inc | 250,009 | $75.4M | 0.02% | +59,589+31.3% | Added |
| Nuveen Asset Management, LLC | 238,041 | $71.8M | 0.02% | −54,022−18.5% | Reduced |
| Wells Fargo & Company | 222,808 | $67.2M | 0.02% | +6,818+3.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 206,064 | $62.1M | 0.04% | −3,045−1.5% | Reduced |
| Deutsche Bank AG | 201,257 | $60.7M | 0.03% | −21,301−9.6% | Reduced |
| Squarepoint Ops LLC | 186,782 | $56.3M | 0.39% | +20,300+12.2% | Added |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 183,733 | $55.4M | 2.24% | +106,900+139.1% | Added |
| Citadel Advisors LLC | 175,601 | $53.0M | 0.06% | −74,658−29.8% | Reduced |
| SQN Investors LP | 172,930 | $52.1M | 2.81% | +66,512+62.5% | Added |
| Selkirk Management LLC | 166,220 | $50.1M | 20.41% | 00.0% | Unchanged |
| Blair William & Co | 164,411 | $49.6M | 0.17% | +1,093+0.7% | Added |
| Newbrook Capital Advisors LP | 156,677 | $47.2M | 3.44% | −96,700−38.2% | Reduced |
| California Public Employees Retirement System | 156,258 | $47.1M | 0.04% | −15,342−8.9% | Reduced |
| Frontier Capital Management Co LLC | 149,251 | $45.0M | 0.35% | −11,939−7.4% | Reduced |
| Lansing Management LP | 148,897 | $44.9M | 26.34% | +2,495+1.7% | Added |
| Grosvenor Holdings, L.L.C. | 145,435 | $43.9M | 5.37% | −138,103−48.7% | Reduced |
| Marshall Wace, LLP | 138,924 | $41.9M | 0.21% | −40,927−22.8% | Reduced |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 137,237 | $41.4M | 1.35% | −224,669−62.1% | Reduced |
| California State Teachers Retirement System | 131,347 | $39.6M | 0.05% | −7,268−5.2% | Reduced |
| Crosslink Capital Inc | 125,761 | $37.9M | 6.85% | −31,953−20.3% | Reduced |
| Brightlight Capital Management LP | 119,900 | $36.2M | 15.48% | −6,600−5.2% | Reduced |
| Parametric Portfolio Associates LLC | 118,858 | $35.8M | 0.02% | +13,547+12.9% | Added |
| EMS Capital LP | 114,261 | $34.5M | 3.05% | −57,200−33.4% | Reduced |
| Chicago Capital, LLC | 107,484 | $32.4M | 1.23% | −1,601−1.5% | Reduced |
| National Pension Service | 100,027 | $30.2M | 0.06% | −970−1.0% | Reduced |
| Clough Capital Partners L P | 99,399 | $30.0M | 1.86% | −33,650−25.3% | Reduced |
| New York State Common Retirement Fund | 98,086 | $29.6M | 0.03% | 00.0% | Unchanged |
| Oakcliff Capital Partners, LP | 91,428 | $27.6M | 12.21% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 89,671 | $27.0M | 0.05% | −979−1.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 82,200 | $24.8M | 0.05% | +50,000+155.3% | Added |
| Atika Capital Management LLC | 80,000 | $24.1M | 1.72% | −900−1.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 77,631 | $23.4M | 0.12% | +10,134+15.0% | Added |
| Assenagon Asset Management S.A. | 76,653 | $23.1M | 0.10% | −251,696−76.7% | Reduced |
| Neuberger Berman Group LLC | 74,774 | $22.4M | 0.02% | −25,200−25.2% | Reduced |
| Penserra Capital Management LLC | 73,381 | $22.1M | 0.46% | −15,958−17.9% | Reduced |
| Credit Suisse AG | 71,194 | $21.5M | 0.02% | +5,541+8.4% | Added |
| Rhumbline Advisers | 70,439 | $21.2M | 0.03% | −1,316−1.8% | Reduced |
| Barclays PLC | 67,900 | $20.5M | 0.01% | −1,117−1.6% | Reduced |
| Moore Capital Management, LP | 67,594 | $20.4M | 0.41% | −64,623−48.9% | Reduced |
| Great West Life Assurance Co | 64,912 | $19.7M | 0.05% | +5,608+9.5% | Added |
| Citigroup Inc | 64,869 | $19.6M | 0.02% | +28,624+79.0% | Added |
| Anabranch Capital Management, LP | 63,113 | $19.0M | 10.92% | 00.0% | Unchanged |
| JS Capital Management LLC | 62,500 | $18.8M | 1.12% | −72,000−53.5% | Reduced |
| Bridgewater Associates, LP | 58,982 | $17.8M | 0.10% | +41,695+241.2% | Added |